JFS Wealth Advisors’s Perficient Inc PRFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6
| Closed | -$453 | – | 2015 |
|
2024
Q3 | $453 | Sell |
6
-1
| -14% | -$76 | ﹤0.01% | 1809 |
|
2024
Q2 | $524 | Sell |
7
-2
| -22% | -$150 | ﹤0.01% | 1797 |
|
2024
Q1 | $507 | Buy |
9
+3
| +50% | +$169 | ﹤0.01% | 1784 |
|
2023
Q4 | $395 | Hold |
6
| – | – | ﹤0.01% | 1835 |
|
2023
Q3 | $348 | Sell |
6
-5
| -45% | -$290 | ﹤0.01% | 1797 |
|
2023
Q2 | $917 | Buy |
11
+1
| +10% | +$83 | ﹤0.01% | 1638 |
|
2023
Q1 | $722 | Buy |
10
+1
| +11% | +$72 | ﹤0.01% | 1661 |
|
2022
Q4 | $628 | Buy |
9
+8
| +800% | +$558 | ﹤0.01% | 1697 |
|
2022
Q3 | $0 | Sell |
1
-6
| -86% | – | ﹤0.01% | 1963 |
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1693 |
|
2022
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 1775 |
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1917 |
|